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Dynatrace

472 hedge funds and large institutions have $14.4B invested in Dynatrace in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 181 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $226M | Put options by funds: $104M

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $11.9B → $14.4B (+$2.43B)

15% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 157

10% more funds holding

Funds holding: 428472 (+44)

1.52% less ownership

Funds ownership: 97.55%96.02% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
472
Holders Change
+44
Holders Change %
+10.28%
% of All Funds
7.41%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
84
Increased
181
Reduced
157
Closed
39
Calls
$226M
Puts
$104M
Net Calls
+$122M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TB
1
Thoma Bravo
Illinois
$2.66B -$837M -17,856,400 -26%
BlackRock
2
BlackRock
New York
$1.29B +$96.9M +2,068,456 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.13B +$23M +490,952 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.06B +$639M +13,633,727 +197%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$909M +$57.8M +1,232,821 +8%
Brown Advisory
6
Brown Advisory
Maryland
$594M +$17.6M +374,600 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$425M +$6.5M +138,664 +2%
State Street
8
State Street
Massachusetts
$350M +$295K +6,301 +0.1%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$325M +$2.77M +59,166 +0.9%
Citadel Advisors
10
Citadel Advisors
Florida
$206M +$70.8M +1,511,027 +61%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$197M -$40.1M -855,931 -18%
Ameriprise
12
Ameriprise
Minnesota
$189M +$150M +3,192,271 +678%
Goldman Sachs
13
Goldman Sachs
New York
$181M -$31.9M -681,550 -16%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$167M +$9.2M +196,371 +6%
RC
15
RGM Capital
Florida
$166M -$11.7M -249,637 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$158M +$44M +937,896 +44%
HCM
17
HMI Capital Management
California
$134M -$128M -2,729,821 -51%
Norges Bank
18
Norges Bank
Norway
$123M +$5.55M +118,460 +5%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$118M +$24.5M +522,219 +30%
AllianceBernstein
20
AllianceBernstein
Tennessee
$114M +$3.71M +79,143 +4%
Holocene Advisors
21
Holocene Advisors
New York
$113M +$11.7M +249,704 +13%
ACH
22
ArrowMark Colorado Holdings
Colorado
$110M +$5.76M +122,841 +6%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$104M -$23.4M -498,600 -20%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$104M +$15.1M +321,533 +19%
Bank of America
25
Bank of America
North Carolina
$93M +$28.8M +613,976 +51%

DT Hedge Fund Activity: Q2 2023 in Review

472 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q2 2023, worth a combined $14.4B — up 20% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new DT positions and 39 closed out — a net gain of 45 holders — while 181 added to existing stakes and 157 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $639M. The largest seller was Thoma Bravo, cutting an estimated $837M.

  • 472 institutional investors held Dynatrace (DT) as of Q2 2023, up from 428 in Q1 2023.
  • Funds reported $14.4B of Dynatrace stock for Q2 2023, up 20% quarter-over-quarter.
  • 84 funds opened new Dynatrace positions in Q2 2023 and 39 closed out, a net change of +45 holders.
  • The largest Dynatrace buyer in Q2 2023 was T. Rowe Price Associates, an estimated $639M added.
  • The largest Dynatrace seller in Q2 2023 was Thoma Bravo, an estimated $837M sold.

Based on aggregated 13F filings for Q2 2023.